See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,080 | $64,707+6.8% | $112,228-38.4% | $68,494+0.9% |
| Participation rate | 15.2% | 67.2%-52.0pp | 75.1%-59.9pp | 67.9%-52.7pp |
| Annual return | -8.11% | -11.40%+3.3pp | 27.45%-35.6pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,432 | $3,565-59.8% | $4,728-69.7% | $4,027-64.4% |
| Admin fee / account holder | $4,136 | $5,232-20.9% | $6,410-35.5% | $5,403-23.4% |